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Elmwood Wealth Management’s Merck MRK Stock Holding History

Elmwood Wealth Management’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$554K Buy
4,314
+301
+8% +$35.2K 0.14% 121
2026
Q1 		$483K Sell
4,013
-114
-3% -$13.2K 0.13% 122
2025
Q4 		$434K Buy
4,127
+995
+32% +$93.4K 0.14% 119
2025
Q3 		$263K Buy
3,132
+525
+20% +$43.2K 0.09% 129
2025
Q2 		$206K Sell
2,607
-25
-0.9% -$1.99K 0.08% 125
2025
Q1 		$236K Sell
2,632
-24
-0.9% -$2.24K 0.1% 123
2024
Q4 		$264K Buy
2,656
+9
+0.3% +$928 0.11% 119
2024
Q3 		$301K Hold
2,647
– – 0.12% 115
2024
Q2 		$328K Sell
2,647
-32
-1% -$4.12K 0.15% 101
2024
Q1 		$353K Buy
2,679
+469
+21% +$57.8K 0.15% 102
2023
Q4 		$241K Sell
2,210
-504
-19% -$52.3K 0.17% 100
2023
Q3 		$279K Buy
2,714
+5
+0.2% +$539 0.13% 108
2023
Q2 		$313K Hold
2,709
– – 0.15% 102
2023
Q1 		$288K Buy
2,709
+30
+1% +$3.24K 0.14% 106
2022
Q4 		$297K Hold
2,679
– – 0.15% 105
2022
Q3 		$231K Hold
2,679
– – 0.12% 109
2022
Q2 		$244K Hold
2,679
– – 0.14% 104
2022
Q1 		$220K Hold
2,679
– – 0.11% 108
2021
Q4 		$205K Buy
+2,679
New +$213K 0.1% 111
2021
Q2 		$170K Sell
2,191
-105
-5% -$7.81K 0.09% 115
2021
Q1 		$169K Buy
+2,296
New +$169K 0.1% 112
2020
Q3 		$169K Hold
2,295
– – 0.14% 90
2020
Q2 		$169K Sell
2,295
-170
-7% -$12.8K 0.14% 90
2020
Q1 		$128K Buy
+2,465
New +$194K 0.12% 98
2019
Q4 		– Sell
-2,236
Closed -$180K – 188
2019
Q3 		$180K Hold
2,236
– – 0.18% 78
2019
Q2 		$179K Hold
2,236
– – 0.16% 87
2019
Q1 		$177K Sell
2,236
-53
-2% -$3.96K 0.16% 88
2018
Q4 		$167K Sell
2,289
-176
-7% -$12.4K 0.16% 91
2018
Q3 		$167K Hold
2,465
– – 0.14% 97
2018
Q2 		$143K Hold
2,465
– – 0.13% 103
2018
Q1 		$128K Buy
+2,465
New +$133K 0.12% 98

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Elmwood Wealth Management's MRK Position: Q2 2026 in Review

Elmwood Wealth Management increased its Merck (MRK) stake by 7.5% in Q2 2026, buying an estimated $35.2K and bringing the position to 4,314 shares worth $554K. The position accounts for 0.14% of the portfolio, ranked #121.

Elmwood Wealth Management first reported a position in MRK in Q1 2018 and has held it in 31 quarters since. 1,752 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Elmwood Wealth Management held 4,314 shares of Merck worth $554K as of Q2 2026.
  • Elmwood Wealth Management bought 301 Merck shares in Q2 2026, an estimated $35.2K.
  • Merck made up 0.14% of Elmwood Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Elmwood Wealth Management first reported a position in Merck in Q1 2018 and has held it in 31 quarters since.
  • 1,752 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.